Aditya Birla Sun Life Special Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 0.65 %Nav, as on 17-08-2022

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  • Net Change on 17-08-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 11.86 11.28 10.65 21.35 13.80 11.33

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 7.43 17.70 12.70 2.06 4,509.15
Tata Ethical Fund Regular Plan - Growth May 24, 1996 8.02 24.15 14.13 2.26 1,321.07
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 0.77 17.79 8.09 2.51 679.05
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.97 19.66 11.22 2.56 638.76
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 12.53 18.90 8.97 2.52 544.29

Fund Holdings as on 31-July-2022

  • ICICI Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Phoenix Mills Limited

  • Dr. Reddys Laboratories Limited

  • Tata Steel Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Power Company Limited

  • Bajaj Finserv Limited

  • State Bank of India

  • Cummins India Limited

  • Cipla Limited

  • Tata Consumer Products Limited

  • Atul Limited

  • Voltas Limited

  • Aarti Industries Limited

  • Hindalco Industries Limited

  • Bharat Forge Limited

  • Apollo Hospitals Enterprise Limited

  • Clearing Corporation of India Limited

  • Reliance Industries Limited

  • Sun TV Network Limited

  • Fortis Healthcare Limited

  • Birlasoft Limited

  • J.K. Lakshmi Cement Limited

  • United Breweries Limited

  • Shriram Transport Finance Company Limited

  • United Spirits Limited

  • ICICI Lombard General Insurance Company Limited

  • Hero MotoCorp Limited

  • PI Industries Litmited

  • AU Small Finance Bank Limited

  • Shree Cement Limited

  • Tata Motors Limited

  • Bajaj Electricals Limited

  • SBI Life Insurance Company Limited

  • Grasim Industries Limited

  • FSN E-Commerce Ventures Limited

  • Zee Entertainment Enterprises Limited

  • AIA Engineering Limited

  • MphasiS Limited

  • NMDC Limited

  • Exide Industries Limited

  • Fino Payments Bank Limited

  • One 97 Communications Limited

  • Solara Active Pharma Sciences Limited

  • Net Receivables / (Payables)

  • Bharti Airtel Limited

  • Strides Pharma Science Limited

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Construction - Real Estate

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Power Generation/Distribution

  • TV Broadcasting & Software Production

  • Finance - Investment

  • Insurance

  • Bank - Public

  • Diesel Engines

  • Tea/Coffee

  • Miscellaneous

  • Air Conditioners

  • Metal - Non Ferrous

  • Forgings

  • Refineries

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • Diversified

  • Engineering - Industrial Equipments

  • Mining & Minerals

  • Batteries

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Fund Manager

  • Cash

  • Equity

  • Rights

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹640.87 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended up ₹0.1(0.65%)yesterday to ₹15.5.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Anil Shah and Chanchal Khandelwal.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111